Manage an expired Service

Each time DSS announces changes to funded programs you may need to add new services or set existing services to inactive.

If you wish to set existing service to inactive follow the below process.

Instructions

Step 1. Log into your CRM database (refer to Logging On for further information).

 

Step 2. Select Funding Sources from the Top menu.

 

Step 3. Identify the funding source you wish to manage

Click on the edit icon for the funding source.

 

The Funding Source details are displayed

 

Step 4. Edit the SERVICE you no longer wish to use

 

The service fields are displayed

 

 

Step 5. Set the service STATUS to Inactive

 

Step 6. Save the service record

Tip: By setting the service to inactive it can no 
longer be selected by caseworkers

 

Further information

For further information, refer to the following articles:

• Funding Sources overview
• Set an expired Funding Source to Inactive
• Rename a Funding Source
• Manage an expired Funding Source
• Add a new Service